How big is KMA Management, LLC's plan?

KMA Management, LLC's plan reported $9.3M in assets and 70 participants for 2024.

Original filing (PDF)20250507091645NAL0023446338001

KMA Management, LLC

Name: KMA Management, LLC — KMA CPA'S & Consultants, S.C., Form 5500 (2024)
Creator: KMA Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KMA CPA'S & Consultants, S.C. 401(k) Plan

401(k) retirement plan · KMA Management, LLC's KMA CPA'S & Consultants, S.C. 401(k) Plan held $9.3M in plan assets for 70 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

People on this filing

Jason R. Kadow signed KMA Management, LLC's 2024 Form 5500 as plan administrator.

Jason R. Kadow — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

KMA Management, LLC's EIN is 99-3196374.

EIN 99-3196374

Plan number 001

Plan year 2024

ACK ID 20250507091645NAL0023446338001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KMA Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KMA Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KMA MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score